Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: Steve Lee who wrote (63168)	12/19/2000 4:43:07 PM
From: Bilow	Read Replies (2) of 93625

Hi Steve Lee; A typical Steve Lee post from 9 months ago: March 8, 2000 You need 8 SDRAM or DDR-RAM chips on a module. Rambus doesn't have this requirement. ... So 10 million RDRAM chips for the quarter which is nearly over when when the 5 went into "full production" is not bad. And don't forget Samsung is building another line with a view to doubling RDRAM volumes, Infineon is building another plant and Microns ramp is only just about to start this month. #reply-13111432 First of all, you don't need 8 SDRAM or DDR SDRAM chips to make a module. Here are some examples from the Samsung website: usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com usa.samsungsemi.com And secondly, just when are Infineon and Micron going to start ramping up that RDRAM production again? Around April 2000 or so? -- Carl P.S. Suddenly I realize why it is that RDRAM prices are so high! Yes! It's that demand is so high! And supply is low, consequently, PC buyers are putting off buying new computers until they can get one with RDRAM! And that explains why the box makers and chip bakers are giving earnings warnings! Yes, it all makes sense to me now! BWAHAHAHAHAHA!!!

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